Managing Category Access
When you first create a category, only users who have administrator rights can access it. To allow other users to view documents in the category, you must grant them access to it.
Apply category security on a user or group basis, granting users either General Permissions or Viewing Permissions. Within either grouping of permissions, you can specify the type of access permitted to each user or group.
Under General Permissions, you can set the following permissions:
| Document management |
Allows the user or group members to manage all documents in the selected category. For information about these functions, see Managing Documents. |
| Upload documents |
Allows the user or group members to manually upload documents to the selected category. For information about uploading documents, see Uploading Documents. |
Selecting either of the General Permissions
automatically selects the All
Clearing the General Permissions options enables you to select one of the following Viewing Permissions:
| None | Disallows the selected user or group access to the documents in the selected category. |
| All except inbox |
Allows the user or group members to view all documents other than inbox documents in the selected category. This option is available only for Inbox-enabled categories. |
| All including inbox |
Allows the user or group members to view all documents in the selected category. This option is available only for Inbox-enabled categories. |
| All |
Allows the user or group members to view all documents in the selected category. This option is available only for categories that are not Inbox-enabled. |
| Use a rule |
Enables you to set up restricted viewing rules. For more information about setting up rules, see Making Category Security Rules. |